Purchases and Sales Made in Q4 2022 in Spdr S&P Kensho New Economies (KOMP)
This table provides information about the institutional ownership of Spdr S&P Kensho New Economies (KOMP) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR S&P KENSHO NEW ECONOMIES .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-217- 23.77% |
$8.17K - $9.32K
|
696
$37K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-283- 2.62% |
$10.7K - $12.2K
|
10.5K
$558K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-400- 15.69% |
$15.1K - $17.2K
|
2.15K
$114K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-417- 4.79% |
$15.7K - $17.9K
|
8.3K
$441K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-452- 81.59% |
$17K - $19.4K
|
102
$5.42K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-768- 12.84% |
$28.9K - $33K
|
5.21K
$277K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-904Closed |
$34.1K - $38.8K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-917- 12.08% |
$34.5K - $39.4K
|
6.67K
$354K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.1K- 12.22% |
$41.4K - $47.2K
|
7.89K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.12K- 16.85% |
$42.1K - $48K
|
5.52K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.35K- 81.82% |
$50.9K - $58K
|
300
$15.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.39K- 1.63% |
$52.4K - $59.7K
|
84K
$4.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 9.36% |
$57.1K - $65.1K
|
14.7K
$779K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.93K- 22.03% |
$72.9K - $83.1K
|
6.84K
$363K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.96K- 4.77% |
$73.6K - $84K
|
39.1K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.09K- 3.03% |
$78.7K - $89.8K
|
66.8K
$3.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-2.25K- 12.38% |
$84.7K - $96.6K
|
15.9K
$845K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 5.35% |
$85.9K - $98K
|
40.3K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.32K- 0.72% |
$87.3K - $99.5K
|
321K
$17M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-2.71K- 7.91% |
$102K - $117K
|
31.6K
$1.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.99K- 15.53% |
$113K - $129K
|
16.3K
$864K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.26K- 2.22% |
$123K - $140K
|
144K
$7.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.98K- 13.03% |
$150K - $171K
|
26.6K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.23K- 4.2% |
$159K - $182K
|
96.5K
$5.12M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.28K- 55.26% |
$161K - $184K
|
3.47K
$184K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.42K- 10.73% |
$204K - $233K
|
45.1K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.9K- 3.96% |
$222K - $253K
|
143K
$7.59M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-6.52K- 28.72% |
$246K - $280K
|
16.2K
$860K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-6.9K- 10.81% |
$260K - $296K
|
57K
$3.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.77K- 14.23% |
$293K - $334K
|
46.8K
$2.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.49K- 98.84% |
$320K - $365K
|
100
$5.31K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.73K- 27.49% |
$329K - $375K
|
23K
$1.22M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.15K- 11.4% |
$345K - $393K
|
71.1K
$3.78M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.3K- 41.71% |
$463K - $527K
|
17.2K
$911K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.1K- 9.7% |
$531K - $605K
|
131K
$6.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-14.1K- 19.07% |
$532K - $606K
|
59.9K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.3K- 82.37% |
$577K - $657K
|
3.28K
$174K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-19.9K- 81.62% |
$751K - $856K
|
4.49K
$238K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.1K- 9.76% |
$872K - $994K
|
214K
$11.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-23.8K- 17.18% |
$896K - $1.02M
|
115K
$6.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-25K- 44.06% |
$944K - $1.08M
|
31.8K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Andesa Financial Management Inc.
|
SELL
|
- |
-27K- 81.69% |
$1.02M - $1.16M
|
6.05K
$321K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-54.3K- 82.24% |
$2.04M - $2.33M
|
11.7K
$623K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-64.4K- 23.48% |
$2.43M - $2.77M
|
210K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-71.7K- 92.13% |
$2.7M - $3.08M
|
6.12K
$325K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-99.8K- 78.31% |
$3.76M - $4.28M
|
27.6K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-304K- 60.87% |
$11.4M - $13M
|
195K
$10.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-356K- 97.17% |
$13.4M - $15.3M
|
10.4K
$552K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-653K- 89.72% |
$24.6M - $28M
|
74.8K
$3.97M
|